Opportunity management
From the Starter pack
Track opportunities as a list in every pack; the Pro pack adds the Kanban board, the pipeline report and sending to HubSpot.
Follow each opportunity linked to a partner, from first contact to won or lost.
Pipeline
Record an opportunity against a partner and move it through five stages, from prospect to won or lost. The list shows the open pipeline value, the closed-won value and the win rate.
List and cards
Browse opportunities as a list or as cards, filter them by status and search by title, partner or owner.
Kanban board (Pro pack)
Drag opportunities from one stage to another, move them with a selector, or add one directly in a column.
Pipeline report (Pro pack)
The Reports page shows the value of your pipeline by stage.
Sending to HubSpot (Pro pack)
Add your own HubSpot token in Settings, then send an opportunity to HubSpot as a deal. The sending goes one way and one opportunity at a time.
Key features
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See what the “Opportunity management” module can do for your partner network.